Ben Chan Email & Phone Number

Newport Beach, Ca, Us

Irvine, California, Us

• Own financial planning and business analysis functions for Row House brand. Worked directly with executive leadership to grow franchise network from 3 to 54 operating studios in 1st calendar year.• Lead review of key financial and operational metrics to measure health of business strategies. Developed and implemented new pricing strategy, focused on meaningful product offerings to drive volume.• Responsible for P&L guidance for entire franchisee network, optimizing revenue streams and expense management. Provide insights on opportunities in business models and financial impact of various levers available.

Irvine, Ca, Us

• Lead analytics and reporting for all digital sales channels, supporting $500MM in annual sales• Integrated key marketing strategies into web and app platforms to increase customer acquisition and retention; including upsell/cross sell techniques, personalized customer experiences, and increase of online offers.

Irvine, Ca, Us

• Cross-functional team leader that managed the product development process from consumer insights to execution; successfully launched multiple national programs and optimized programs based on key test learnings.• Lead cross functional Gift Card Team; surpassing $60MM in activations in 2019 (+10% growth YoY).• Facilitated rebranding and launch of new e-gift card platform, generating ~$1MM in activations over 6-week period.

Irvine, Ca, Us

• Partnered with Marketing to drive creative strategies around new, brand differentiating products. Forecasted sales mix, profit growth, break-even analysis, and margin impact for new product initiatives.• Sold in multiple national limited time offers to franchise board by outlining financial feasibility of programs (Quesalupa, Naked Chicken Chalupa, Nacho Fries). Projected sales for 6,500 restaurant system and teamed up with supply chain management team to initiate cost effective strategies that minimized obsolescence risk.• Spearheaded development and implementation of Food Cost App, streamlining cost analysis for product development programs; mitigated risk, built efficiencies, and streamlined daily operations.

Newport Beach, California, Us

Successfully executed strategic re-brand of PIMCO's Fund Fact Sheets and Fund Cards, targeting specific market segments• Oversee production of marketing material and regulatory filings for PIMCO 40-Act mutual funds, covering $620B in managed assets• Manage crucial third party relationships such as Morningstar, SEI Investments Company, Investment Data Services, and State Street Investment Manager Solutions, ensuring effective and cost-efficient results• Designed and implemented a direct data feed system for PIMCO vendors; improving data accuracy and consistency across multiple vendors with various reporting platforms

Newport Beach, California, Us

Managed performance and statistical reporting for PIMCO's Alternative strategies (Hedge Funds, Private Equity, and Limited Partnerships), with a combined total of $21B in managed assets. • Led research and conversion phases of Confluence Performance Outsourcing project to transition daily fund dissemination and pricing cycle; resulting in a 10% increase in team resources dedicated to core business functions• Expanded use of automated reporting through macro/VBA and SQL based reporting models, resulting in a uniform approach to the firm’s mutual fund reporting and messaging

Global, Us

Provided financial and operational support for the Raytheon account, covering $48M contract. • Managed aggressive month end close process, tracking trends and key performance indicators (KPI) against complex budget and forecasting models.• Partnered with Contracts and Project Managers on development of new business proposals• Generated monthly account review package for executive management, including detailed P&L, balance sheet, and income statement analysis• Developed process to streamline the year-end rollover of existing work orders